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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Cx Institutional, LLC (swap one in):+ Bc Advisors, LLC $4.73B · Mt. Laurel, NJ+ Jfs Wealth Advisors, LLC $4.73B · Hermitage, PA+ Reynders, Mcveigh Capital Management, LLC $4.23B · Boston, MA+ B. Riley Wealth Advisors, Inc. $4.21B · Memphis, TN
Auburn, IN
Glastonbury, CT
Atlanta, GA
Assets under management$4.46B$4.73B$4.23B
Asset growth, last 2 years+87%−20%+19%
Advisory staff73512
Individual clients4,5538,476990
Assets per client$981K$558K$4.3M
Clients per advisor621,69583
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack321
People on Advicer.bio802313

From each firm's latest Form ADV (Mar 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCx Institutional, LLCSymmetry PartnersZwj Investment Counsel Inc
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it–Uses it
TAMP
Symmetry Partners–Uses it–

Custodians on Form ADV: Cx Institutional, LLC: Schwab, LPL Financial · Symmetry Partners: Schwab, Axos Clearing, Alerus Financial , N.a. · Zwj Investment Counsel Inc: Schwab